Skip to content
  • There are no suggestions because the search field is empty.

Opal: Getting Started with Opal Review as an Administrator

Creating a new user and activating their account

  • Head to the Admin tab in your top navigation
  • Select Users and Groups, Manage Users
  • Select Create New User
  • Complete the individual's name, email address, and any other fields
  • The user will receive a welcome email

Setting user permissions

  • Head to the Admin tab in your top navigation
  • Select Opal Review, Admins, and Facilitators
  • Find the individual whose permissions need updating
  • To assign an individual as a Facilitator, toggle under Facilitator
  • To assign an individual as an Administrator, toggle under Admin
  • Select Update all
  • The Opal Facilitator tab will appear in Facilitator's top navigation and the Opal Review tab will appear in Administrator's Admin area

Creating bespoke frameworks

  • Head to the Admin tab in your top navigation
  • Select Opal Review, Frameworks
  • Select Create Framework
  • Title the framework and add a description if you wish
  • Add your first category and select Create category
  • Add the statements within your first category and select Save
  • Repeat the process for your next category

💡Statements should be phrased appropriately for both Reviewee and Reviewer.

Duplicating frameworks

  • Head to the Admin tab in your top navigation
  • Select Opal Review, Frameworks
  • Select Duplicate Framework to preview the global frameworks available 
  • Select Duplicate
  • You can personalise the title of the framework and description by selecting Edit
  • You can customise the categories and statements by selecting the title
  • If you make any amendments, select Save changes

Creating a template from a framework

  • Head to the Admin tab in your top navigation
  • Select Opal Review, Templates
  • Select Create template
  • Select the framework you wish to use
  • Title your template and add a description if you wish
  • Drag and drop the statements within each category, that you wish to use
  • You can reorder statements and categories as necessary
  • Selecting Save will save the template in draft, this will not be visible to Facilitators yet
  • Selecting View will provide a preview of the template you have created
  • The timeline at the top allows you to move between each category
  • So Facilitators can use the template, select Edit and toggle Publish on
  • Select Save 
  • Once templates have been used they can no longer be edited, however, they can be unpublished

Reassigning Facilitators  

  • To reassign a Facilitator on a Review, head to the Admin tab in your top navigation
  • Select Opal Review, Manage Opal Reviews
  • Find the review you wish to reassign by reviewing the list or by using the filter
  • Select Edit
  • Change the Facilitator associated with this review by selecting a new Facilitator from the drop-down
  • Select Save

If you would like support or have any questions, please reach out to our support team